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Who We Are 2018-04-06T18:37:55+00:00

OUR MISSION IS OUR PASSION

Excalibur Financial is dedicated to providing unique solutions to our clients to help them find the right balance of optimizing their human capital and meeting their financial needs. Through far reaching concepts and superior customer service we strive to exceed our customer’s expectations every day.

OUR TEAM OF EMPLOYEE BENEFITS EXPERTS

We work as a single united team with market leading companies to give our clients customized programs for their business and employee needs.
Our core values focus is on providing comprehensive individualized employee services and benefits.

BILL MANNIX

MANAGING PARTNER

Rob and Bill established Excalibur in 1986 with their initial focus on building the leading Employee Benefits consulting firm in the Tampa Bay area. Their insight to develop new and innovative benefit plans and designs quickly grew Excalibur to a nationwide resource for Employee Benefits consulting. With clients spread throughout the United States, Rob and Bill continue to pioneer new concepts that allow Excalibur Financial to help their clients stay ahead of the competition.

ROBERT FABRIZIO

MANAGING PARTNER

Rob and Bill established Excalibur in 1986 with their initial focus on building the leading Employee Benefits consulting firm in the Tampa Bay area. Their insight to develop new and innovative benefit plans and designs quickly grew Excalibur to a nationwide resource for Employee Benefits consulting. With clients spread throughout the United States, Rob and Bill continue to pioneer new concepts that allow Excalibur Financial to help their clients stay ahead of the competition.

KARIN FITZGERALD

CHIEF OF OPERATIONS

Karin joined Excalibur Financial Group in 2003 as the manager of our Corporate Services department. She began her benefits career in the Employee Benefits division of a major national company and has been instrumental in providing Benefit Services to a host of National Corporations. Karin oversees a team of specialists that Market, Analyze, and Manage corporate RFP’s. Her team examines every possible avenue to implement and improve our member clients’ financial position as well as their competitiveness in the market place.

MARY JANE DENNISON

BENEFIT SERVICES MANAGER

Maryjane joined Excalibur Financial Group in 1999 and has helped to grow our Benefit Services department into one of the cornerstones of our business. Maryjane and her team work with our clients on a daily basis to assist in all aspects of the administration of their plans. The motto of their department: “If it is a problem in your world it is a problem in ours.” We work hand and hand in striving to exceed our clients’ expectations every day.

OUR PARTNERS

WHAT THEY ARE SAYING ABOUT US

“Innovative, Creative, ingenious! These are the words that describe my broker Excalibur Financial Group! Excalibur has negotiated single digit increase to my company and employees for the past 8 years. I would highly recommend anyone who wants quality service and people who care about their employees to work with Excalibur Financial Group”

TECHNOLOGY COMPANY • NORTHERN CALIFORNIA
“Excalibur Financial has been taking care of the benefit needs for our company since 2009 and they have our highest endorsement. They have guided us wisely through all the major changes in healthcare over the years, ensuring we have the appropriate benefits that cater to our ever-shifting needs. They are knowledgeable, diligent, honest, a delight to work with and they always go above and beyond what we expect, consistently finding stellar benefits at a great value year after year. We would not be able to navigate the healthcare system without Excalibur Financial and their exceptional service.”
ENGINEERING FIRM • VERMONT

“Excalibur Financial Group has been our broker for over 12 years now. We have expanded from 200 employees to over 1000 this year and during that time Excalibur has been able to keep our renewal well below national averages. The team at Excalibur goes up and beyond the call of duty to make sure all of our employees supported in all of their insurance needs in the area of claims resolutions with the insurance carriers, implementing wellness plans, and advance planning concepts to help our company remain competitive in our benefit offerings. Excalibur’s expertise in working with all of the insurance carriers as well as guiding us through the maze of ACA and all of the intricacies involved has made them a valued part of our team. We look forward to many more years of working with Excalibur!”

FINANCE COMPANY • CENTRAL FLORIDA

DO YOU HAVE QUESTIONS ABOUT EMPLOYEE BENEFITS AND HUMAN CAPITAL PROGRAMS?

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